Two Zavitz team members, Tammy Oribine and Justine Zavitz, were recently featured in a Globe and Mail article about Gen Y advisors.
Justine Zavitz started out as a financial adviser at her mother’s insurance firm at 24, fresh out of school and with a deep understanding through her mother of the long hours and networking that is needed for success.
Six years later, she organizes wealth management seminars at local medical and dental schools, targeting future doctors before they have even thought of saving.
“I find they can relate a lot easier to me. There is that understanding that we’re both just starting our careers, and we’re going to work together for the next 50 years while we build up their assets together,” Ms. Zavitz said.
“With the older clients, I use the same thing. I’m going to be around for a long time, so whether you retire tomorrow or 25 years from now, you know I’m going to be here and I’m going to be looking after your insurance.”
The article discusses the difficulties the financial industry has in attracting younger clients and advisors, who are seeking stability in an increasingly volatile financial environment. Our clients can rest assured that Zavitz Insurance is dedicated to the insurance industry, and will be providing you with the same exceptional level of service that you have come to expect for many years to come.
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